Checklists
One-page checklists to help you on your financial journey.
Mortgage readiness checklist
A one-page checklist to help you get ready to apply for a mortgage.
View checklist →
Emergency fund checklist
A simple guide to building and keeping an emergency fund.
View checklist →
Debt payoff checklist
Steps to tackle debt and stay on track.
View checklist →
Retirement savings checklist
A simple checklist for saving for retirement.
View checklist →
First-time home buyer checklist
Steps to take when buying your first home.
View checklist →
Refinancing checklist
What to do when considering or going through a refinance.
View checklist →
Tax preparation checklist
Get organized before you file your taxes.
View checklist →
Opening an IRA checklist
Steps to open and fund an IRA.
View checklist →
Job change / 401(k) rollover checklist
What to do with your 401(k) when you leave a job.
View checklist →
Estate planning basics checklist
Essential steps for basic estate planning.
View checklist →
Insurance review checklist
Review your insurance coverage periodically.
View checklist →
Annual financial review checklist
A once-a-year check on your money.
View checklist →
First investment account checklist
Getting started with investing outside retirement accounts.
View checklist →
College savings (529) checklist
Steps to save for education with a 529 plan.
View checklist →
Credit score improvement checklist
Actions to build or improve your credit score.
View checklist →
Car buying checklist
Steps to buy a car without overspending.
View checklist →
New baby financial checklist
Money to-dos when you're expecting or have a new baby.
View checklist →
Student loan payoff checklist
Stay on top of federal and private student loans.
View checklist →
Building credit from scratch checklist
How to establish credit when you have little or none.
View checklist →
Income loss / job loss checklist
What to do with your money when you lose income.
View checklist →
Side hustle / freelance finances checklist
Manage taxes and money when you have gig or freelance income.
View checklist →
Wedding budget checklist
Plan and track spending for your wedding.
View checklist →
Moving / relocation checklist
Financial and practical steps for a move.
View checklist →
Back-to-school budget checklist
Plan spending for the school year without overspending.
View checklist →